LINKSIDE FINANCIAL LLC
Charlotte, NC
AUM
$10.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
704-498-4753
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
ARTIFEX ADVISORY GROUP, INC.
Cary, NC
AUM
$9.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-276-1377
360 AVIATION ADVISORS, LLC
Concord, NC
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
704-464-2364
NEXUS CAPITAL INC
Matthews, NC
AUM
$9.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
704-845-0918
BROOKS FINANCIAL OF NORTH CAROLINA, LLC
Durham, NC
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-572-1925
COVENANT INVESTMENT SOLUTIONS L.L.C.
Highlands, NC
AUM
$9.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
828-787-1055
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
Winston Salem, NC
AUM
$8.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
336-725-5299
GREY PRIVATE CAPITAL
Charlotte, NC
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-397-8886
PENSION PLANNING SOLUTIONS, INC.
Greensboro, NC
AUM
$8.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
336-389-9922
CURATED CAPITAL & PLANNING LLC
Lewisville, NC
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-210-6420
PEMBROKE WEALTH MANAGEMENT, LLC
Wilmington, NC
AUM
$7.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2524754000
LEONARD WEALTH MANAGEMENT, LLC
Lincolnton, NC
AUM
$6.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
704-735-7427
ONYX WEALTH MANAGEMENT, LLC
Durham, NC
AUM
$6.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
919-341-8477
BY DESIGN FINANCIAL PLANNING
Greensboro, NC
AUM
$4.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(336) 265-7358
BESPOKE CAPITAL ADVISORS, INC.
Charlotte, NC
AUM
$4.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
828-228-4279
BUTTON & BUTTON WEALTH MANAGEMENT LLC
Greensboro, NC
AUM
$3.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
336-800-4711
CLEF FINANCIAL, LLC
Greensboro, NC
AUM
$3.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
919-450-7385
ALIGN FINANCIAL PLANNING
Southern Pines, NC
AUM
$2.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
830-998-9006
FEDWAY FINANCIAL LLC
Charlotte, NC
AUM
$2.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
301-655-3782
ALLUVIAL WEALTH MANAGEMENT
Matthews, NC
AUM
$1.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
704-927-1492
PB WEALTH, LLC
Charlotte, NC
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973 229 4730
BRODIE WEALTH MANAGEMENT
Cary, NC
AUM
$379K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-749-3908
MIKE ADAMS FINANCIAL ADVISORS, INC.
Mooresville, NC
AUM
$125K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
980-636-4544
CAPITAL SOLUTIONS ADVISORS, LLC
Durham, NC
AUM
$119K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-295-6372